FC

FORA Capital Portfolio holdings

AUM $901M
1-Year Est. Return 36.51%
This Quarter Est. Return
1 Year Est. Return
+36.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
-$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.61M
3
+$5.19M
4
NVDA icon
NVIDIA
NVDA
+$4.73M
5
EQIX icon
Equinix
EQIX
+$4.61M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$13.9M
4
PG icon
Procter & Gamble
PG
+$13.7M
5
T icon
AT&T
T
+$13.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 14.25%
3 Healthcare 14.05%
4 Financials 10.18%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$680K 0.15%
10,590
+8,450
177
$677K 0.15%
8,555
+7,169
178
$676K 0.15%
+18,759
179
$675K 0.15%
16,581
-15,232
180
$667K 0.14%
+5,621
181
$661K 0.14%
+20,460
182
$654K 0.14%
6,831
-9,946
183
$653K 0.14%
71,413
+55,270
184
$650K 0.14%
+11,240
185
$649K 0.14%
12,303
-25,250
186
$647K 0.14%
10,471
+8,646
187
$643K 0.14%
11,079
+1,544
188
$640K 0.14%
2,753
+1,146
189
$638K 0.14%
19,464
+3,714
190
$635K 0.14%
6,497
+5,427
191
$631K 0.14%
8,621
-18,950
192
$630K 0.14%
+20,441
193
$629K 0.14%
+14,916
194
$628K 0.14%
3,765
-95,555
195
$626K 0.14%
17,897
+16,399
196
$626K 0.14%
+14,618
197
$622K 0.13%
+48,030
198
$618K 0.13%
+49,649
199
$615K 0.13%
36,676
+27,117
200
$614K 0.13%
10,329
+9,089
6 7
8
9 10